Blue Zone Wealth Advisors’s Twilio TWLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,160
| Closed | -$316K | – | 92 |
|
|
2024
Q1 | $316K | Buy |
5,160
+432
| +9% | +$26.4K | 0.11% | 69 |
|
|
2023
Q4 | $359K | Buy |
4,728
+181
| +4% | +$13.7K | 0.14% | 64 |
|
|
2023
Q3 | $266K | Buy |
4,547
+75
| +2% | +$4.39K | 0.12% | 69 |
|
|
2023
Q2 | $285K | Buy |
4,472
+650
| +17% | +$41.4K | 0.13% | 66 |
|
|
2023
Q1 | $255K | Buy |
+3,822
| New | +$255K | 0.14% | 67 |
|
|
2022
Q4 | – | Sell |
-3,403
| Closed | -$235K | – | 86 |
|
|
2022
Q3 | $235K | Sell |
3,403
-9,279
| -73% | -$641K | 0.12% | 78 |
|
|
2022
Q2 | $1.06M | Buy |
12,682
+381
| +3% | +$31.9K | 0.48% | 56 |
|
|
2022
Q1 | $2.03M | Buy |
12,301
+1,160
| +10% | +$191K | 0.76% | 51 |
|
|
2021
Q4 | $2.93M | Buy |
11,141
+2,376
| +27% | +$626K | 0.97% | 40 |
|
|
2021
Q3 | $2.8M | Buy |
8,765
+1,447
| +20% | +$462K | 0.97% | 42 |
|
|
2021
Q2 | $2.88M | Buy |
7,318
+1,446
| +25% | +$570K | 1.08% | 33 |
|
|
2021
Q1 | $2M | Buy |
+5,872
| New | +$2M | 0.85% | 52 |
|